Institutional Ownership Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS). We have compiled data on the 382 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,277
shares
|
$895,476
0.0% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
6,228
shares
|
$888,486
0.01% of portfolio
|
Q1 2025
Added 38.62%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
6,135
shares
|
$875,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
5,976
shares
|
$852,536
0.0% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
5,937
shares
|
$846,972
0.01% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
5,885
shares
|
$839,554
0.02% of portfolio
|
Q2 2025
Reduced 37.11%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,852
shares
|
$834,846
0.0% of portfolio
|
Q1 2025
Added 73050.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,723
shares
|
$816,443
0.0% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,579
shares
|
$795,900
0.0% of portfolio
|
Q1 2025
Reduced 79.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
5,478
shares
|
$781,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,478
shares
|
$781,491
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
5,204
shares
|
$742,402
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,168
shares
|
$737,266
0.0% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,103
shares
|
$727,993
0.0% of portfolio
|
Q1 2025
Reduced 24.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,097
shares
|
$727,138
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Zebra Capital Management LLC
Stamford, CT |
May 15, 2023 Q1 2023 |
5,049
shares
|
$720,290
2.47% of portfolio
|
Q1 2023
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
5,018
shares
|
$715,867
0.04% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
4,991
shares
|
$712,016
0.01% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,921
shares
|
$702,029
0.01% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,910
shares
|
$700,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,857
shares
|
$692,899
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,782
shares
|
$682,200
0.01% of portfolio
|
Q1 2024
Added 2.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
4,736
shares
|
$675,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Robotti Robert
New York, NY |
May 13, 2025 Q1 2025 |
4,725
shares
|
$674,068
0.09% of portfolio
|
Q2 2019
Reduced 11.27%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,699
shares
|
$670,359
0.01% of portfolio
|
Q4 2024
Added 0.53%
|